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Journey Strategic Wealth’s Patterson-UTI PTEN Stock Holding History

Journey Strategic Wealth’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
11,176
+456
+4% +$3.9K ﹤0.01% 800
2025
Q4 		$65.5K Buy
+10,720
New +$64K ﹤0.01% 754
2025
Q3 		– Sell
-13,096
Closed -$77.7K – 763
2025
Q2 		$77.7K Sell
13,096
-1,013
-7% -$6.1K ﹤0.01% 655
2025
Q1 		$116K Sell
14,109
-284
-2% -$2.38K ﹤0.01% 489
2024
Q4 		$119K Sell
14,393
-57
-0.4% -$457 ﹤0.01% 491
2024
Q3 		$111K Buy
14,450
+1,092
+8% +$10.1K ﹤0.01% 499
2024
Q2 		$138K Sell
13,358
-982
-7% -$10.8K 0.01% 385
2024
Q1 		$171K Buy
14,340
+1,657
+13% +$18.4K 0.01% 297
2023
Q4 		$137K Hold
12,683
– – 0.01% 220
2023
Q3 		$176K Hold
12,683
– – 0.01% 179
2023
Q2 		$152K Sell
12,683
-59
-0.5% -$666 0.01% 183
2023
Q1 		$149K Sell
12,742
-8
-0.1% -$117 0.02% 240
2022
Q4 		$215K Sell
12,750
-2,153
-14% -$35.5K 0.03% 201
2022
Q3 		$174K Buy
14,903
+4,399
+42% +$62.9K 0.02% 165
2022
Q2 		$166K Sell
10,504
-4,358
-29% -$73.2K 0.02% 110
2022
Q1 		$230K Buy
14,862
+2,371
+19% +$29.9K 0.03% 136
2021
Q4 		$106K Buy
+12,491
New +$108K 0.01% 202

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Journey Strategic Wealth's PTEN Position: Q1 2026 in Review

Journey Strategic Wealth increased its Patterson-UTI (PTEN) stake by 4.3% in Q1 2026, buying an estimated $3.9K and bringing the position to 11,176 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Journey Strategic Wealth first reported a position in PTEN in Q4 2021 and has held it in 17 quarters since. The position peaked at $230K in Q1 2022. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

  • Journey Strategic Wealth held 11,176 shares of Patterson-UTI worth $121K as of Q1 2026.
  • Journey Strategic Wealth bought 456 Patterson-UTI shares in Q1 2026, an estimated $3.9K.
  • Patterson-UTI made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #800 holding.
  • Journey Strategic Wealth first reported a position in Patterson-UTI in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's Patterson-UTI position peaked at $230K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.